Configuration Design

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Configuration Design

ConfigurationDesignWhere thoughtfulness goes to unravel


A personal journey


Initial glow


Diabetes Dashboard


[DM dashboard screenshot]


Efficient &Effectivewith Satisfied Users


60 clicks6 minutes


6 clicks1-2 minutesKoopman RJ. Ann Fam Med. 2011;9(5):398-405.


Commercialization Phase


[image of v2 dashboard]


Features of note§ Mild chart junk. Widgets are boxed-in§ But still has “Dashboardiness”§ Collapsible widgets


Then more upgrades§ Better…§ … if you mean more functions and settings


[screenshot of v4.2]


[screenshot – no lab]No Lab Results!


Sprawling. Wasting space.


[screenshot – wasted space]


Dashboard “Don’ts” (Stephen Few)§ Exceeding the boundaries of a single screen§ Supplying inadequate context for the data§ Displaying excessive detail or precision§ Choosing a deficient measure§ Choosing inappropriate display media§ Introducing meaningless variety§ Using poorly designed display media§ Encoding quantitative data inaccurately§ Arranging the data poorly§ Highlighting important data ineffectively or not at all§ Cluttering display with useless decoration§ Misusing or overusing color§ Designing and unattractive visual display


Dashboard “Don’ts” (Stephen Few)§ Exceeding the boundaries of a single screen§ Supplying inadequate context for the data§ Displaying excessive detail or precision§ Choosing a deficient measure§ Choosing inappropriate display media§ Introducing meaningless variety§ Using poorly designed display media§ Encoding quantitative data inaccurately§ Arranging the data poorly§ Highlighting important data ineffectively or not at all§ Cluttering display with useless decoration§ Misusing or overusing color§ Designing and unattractive visual display


My baby


What happenedto my baby?


How did I respond?


ASSUME


BLAME


The Vendor did it.§ Greedy for functionality


After a whileABANDONHOPE


At Vendor User-Group Conference§ Q: What happened to lab results?§ A: You can have lab. It’s very configurable.


Back home at the UWho can tell me what happened to the lab results?A chance encounter in the hallway.§ Q: Why no selected lab results?§ A: The doctors couldn’t agree on which ones toshow.


Lessons learned – My POV§ More functionality = trade off§ More configurability = more client hazard§ More choice = more bad choices


Software Design & DevelopmentDiscover Define Design Develop Configure TrainCareful user-centered design methodsearly & often


Implementation & BeyondDiscover Define Design Develop Configure TrainWhere good initial design can unravel


Gleaned Wisdom3 Vendors


General Approach§ Suggest vs. Control configuration choices§ Post-mortem of go-live§ Optimize


Vendor 1


Vendor 1Vendor 2 Vendor 3Reduce Complexity


Vendor 1Vendor 2 Vendor 3Traditional Design Decision Matrix (DDM)600questions


Vendor 1Vendor 2 Vendor 3Accelerated Design Decsion Matrix (DDM)Just answer these100questions


Vendor 1Vendor 2 Vendor 3Reduce Complexity§ Standards for new installations§ Fewer choices for clients to make:§ “Do show these selected labs”§ “Do turn off ‘scrolling in widgets’ ”


Vendor 1Vendor 2 Vendor 3Tracking UsersAnalytics monitoring for “users in distress”


Vendor 1Vendor 2 Vendor 3Wiki for client communitySharing resources and strategies


Vendor 2


Vendor 1 Vendor 2Vendor 3On-site assessment§ half the clients/users are misconfigured


Vendor 1 Vendor 2Vendor 3What helps?§ Starter content§ Shared data among clients§ Style guide (for client form creation)


Vendor 1 Vendor 2Vendor 3Optimization Phase§ Shadow some clinicians, especially…§ Sites in peril§ Vocal users (whiney, like me)


Vendor 1 Vendor 2Vendor 3Send Usability staff on roll-outs§ A few times a year§ Look for issues in design and configuration§ Take part in post-mortems after roll-outs


Vendor 3


Vendor 1 Vendor 2 Vendor 3Training§ More about workflow, less about screens§ Minimize user pref changes initially


Vendor 1 Vendor 2 Vendor 3Tracking§ Individual usermetrics§ For example…24 hr% of ambulatory encountersnot closed in 24 hrs.


Vendor 1 Vendor 2 Vendor 3User performance awareness§ Robust user metrics for key diagnoses§ Peer comparisons


HiMSSUsability Maturity Model PhasesPhase TitleDefinition1 Unrecognized Unaware of usability.2 Preliminary Hit & miss usability.Limited resources3 Implemented Small team doing usability4 Integrated Benchmarks in place.Dedicated user experience team.5 Strategic Gets it!Usability mandated & budgeted.Used strategically throughout.http://bit.ly/HIMSSusabilitymodel


Wrap up§ Reduce complexity.§ Require fewer decisions§ Visit again later. Look for vocal users§ Collect best designs§ Help client orgs share ideas§ Send UX team to roll-outs§ Measure users, looking for trouble patterns


About me§ Jeff Belden MD§ Associate Professor of Clinical Family & Community Medicine§ University of Missouri-Columbia§ Usability EvangelistTwitter @jeffbeldenwww.toomanyclicks.com


[Patient Summary dashboardscreenshot]

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